$27,8 B AUM
Portfolio Finance
Direct Origination Access
Proven Track Record
Differentiated Solutions
Our Approach
Our dedicated team of over 30 professionals is focused on providing investors access to a unique private investment grade asset class—which is forecast to reach $100+ billion per annum by 2028.
We directly originate secured portfolio financings through our relationships with asset managers. As credit investors, we are focused on capital preservation, enabling us to deliver the potential for consistent, strong relative value over time.
Portfolio Finance: The Evolution of Secondaries
In the latest episode of ION Influencers Fireside Chats, Ian Wiese joined Giovanni Amodeo to explore the evolution of the secondary market in private assets.
Private Markets’ Next Great Asset Class?
In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.
The Risk-Reward Pick’n’Mix for Investors
Matt Hansford spoke to Private Equity Wire about the $200bn opportunity in portfolio finance, how it can serve as a strategic buffer against volatility and how as an asset class with large transactions, it enables investors to deploy at scale.
$48B+
originations of investment grade private loans
2017
Inception of strategy
120+
Facilities with diversified collateral
Our Value Add
Direct Origination
Source opportunities directly through relationships with asset managers, including existing partnerships with 50+ asset managers globally
Access
Provide investors access to an asset class that traditionally has been only accessible by banks
Lead Lender
Control or influence over structuring, legal documentation, terms, investment allocation, and future amendments positions us to deliver consistent value over time
Capital Preservation
Focus on downside protection through rigorous underwriting, negotiation of strong structural protections, and active management
Alignment of Interest
Longstanding experience investing on behalf of, and alongside, our parent company, MassMutual
Solution-Oriented
Tailor portfolios to meet investors’ specific needs, from asset class exposures to target duration, and offer additional opportunities via co-investments
Portfolio Managers
Dadong Yan
Matt Hansford
Ginny Chiarello
Ian Wiese
Shubz Chandna, CFA
Portfolio Finance
Bringing insurance and institutional capital to the portfolio financing market, we offer bilateral customized solutions for asset managers seeking financing for their funds, portfolios, the GP, or other vehicles across various asset classes and strategies.
In our experience, it’s about yours.
Our teams are empowered to share ideas, challenge perspectives, and take decisive action as we collectively pursue the greatest outcome for our clients.
